See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,175 | $167,484-70.6% | $151,611-67.6% | $134,475-63.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.32% | 7.80%-9.1pp | 3.33%-4.6pp | 417.96%-419.3pp |
| Employer contribution / active EE | $3,769 | $6,829-44.8% | $6,166-38.9% | $4,740-20.5% |
| Participant deferral / active EE | $15,385 | $8,986+71.2% | $8,363+84.0% | $6,400+140.4% |
| Admin fee / account holder | $347 | $13,783-97.5% | $11,616-97.0% | $11,426-97.0% |